Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 26 |
Amundi
Paris,
France
| USD 34.7 mil M | +USD 2090 M | 22 | 14.91% | Aumentadas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 34.5 mil M | -USD 2065 M | 41 | 7.91% | Reducidas |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| USD 33.3 mil M | +USD 681 M | 27 | 9.17% | Aumentadas |
|
| 29 |
Barclays
London,
United Kingdom
| USD 31.8 mil M | +USD 3243 M | 32 | 11.05% | Aumentadas |
|
| 30 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 31.1 mil M | -USD 653 M | 10 | 9.3% | Reducidas |
|
| 31 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 30 mil M | +USD 1649 M | 28 | 13.95% | Aumentadas |
|
| 32 |
Fisher Asset Management
Camas,
Washington
| USD 28.5 mil M | +USD 460 M | 9 | 13.32% | Aumentadas |
|
| 33 |
Jennison Associates
New York
| USD 27.7 mil M | -USD 2020 M | 9 | 18.49% | Reducidas |
|
| 34 |
Wells Fargo
San Francisco,
California
| USD 26.7 mil M | -USD 951 M | 41 | 6.43% | Reducidas |
|
| 35 |
UBS Group
Zurich,
Switzerland
| USD 26.6 mil M | +USD 5239 M | 43 | 6.62% | Aumentadas |
|
| 36 |
Janus Henderson Group
London,
| USD 24.6 mil M | +USD 719 M | 22 | 13.41% | Aumentadas |
|
| 37 |
Dimensional Fund Advisors
Austin,
Texas
| USD 22 mil M | +USD 217 M | 31 | 5.95% | Aumentadas |
|
| 38 |
HSBC Holdings
London,
United Kingdom
| USD 20.7 mil M | +USD 3011 M | 28 | 14.02% | Aumentadas |
|
| 39 |
Swiss National Bank
Zurich,
Switzerland
| USD 20.7 mil M | -USD 882 M | 21 | 14.51% | Reducidas |
|
| 40 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 18.7 mil M | -USD 129 M | 16 | 12.87% | Reducidas |
|
| 41 |
American Century Companies
Kansas City,
Missouri
| USD 18.1 mil M | -USD 213 M | 21 | 11.38% | Reducidas |
|
| 42 |
California Public Employees Retirement System
Sacramento,
California
| USD 17.5 mil M | -USD 891 M | 19 | 12.31% | Reducidas |
|
| 43 |
Dodge & Cox
San Francisco,
California
| USD 15.9 mil M | -USD 644 M | 7 | 9.2% | Reducidas |
|
| 44 |
Primecap Management
Pasadena,
California
| USD 15.5 mil M | +USD 67.5 M | 10 | 11.52% | Aumentadas |
|
| 45 |
Gates Foundation Trust
Kirkland,
Washington
| USD 15.4 mil M | -USD 693 M | 1 | 33.49% | Reducidas |
|
| 46 |
Principal Financial Group
Des Moines,
Iowa
| USD 14 mil M | -USD 78.8 M | 23 | 8.25% | Reducidas |
|
| 47 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 13.7 mil M | +USD 55 M | 32 | 13.2% | Aumentadas |
|
| 48 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 13.7 mil M | -USD 1211 M | 11 | 10.66% | Reducidas |
|
| 49 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 13.6 mil M | -USD 154 M | 17 | 14.63% | Reducidas |
|
| 50 |
Polen Capital Management
Boca Raton,
Florida
| USD 13.3 mil M | -USD 533 M | 4 | 30.82% | Reducidas |
|